Connect finlight and Cradl AI
Integrate finlight with Cradl AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Documents from Cradl AI when New Article Arrives in Finlight
Create Dataset in Cradl AI when New Article Arrives in Finlight
Create Document using Cradl AI when New Article Arrives in Finlight
List users from Cradl AI when New Article Arrives in Finlight
List Agent from Cradl AI when New Article Arrives in Finlight
Popular finlight + Cradl AI flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Cradl AI
Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
List Documents from Cradl AI when New Article Arrives in Finlight
Use this flowCreate Dataset in Cradl AI when New Article Arrives in Finlight
Use this flowCreate Document using Cradl AI when New Article Arrives in Finlight
Use this flowList users from Cradl AI when New Article Arrives in Finlight
Use this flowList Agent from Cradl AI when New Article Arrives in Finlight
Use this flowCreate agent in Cradl-ai when New Article Arrives in Finlight
Use this flowUpdate agent in Cradl-ai when New Article Arrives in Finlight
Use this flowDelete agent in Cradl-ai when New Article Arrives in Finlight
Use this flowGet Agent Run from Cradl AI when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Document in Cradl-ai
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Cradl AI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
List users
Get all existing users.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
Learn moreSimilar apps
About Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Cradl AI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between finlight and Cradl AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cradl AI. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Cradl AI, and a separate workflow where Cradl AI triggers actions in finlight. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between finlight and Cradl AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Cradl AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
